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JPMorgan Chase

2,816 hedge funds and large institutions have $206B invested in JPMorgan Chase in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,309 increasing their positions, 1,139 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,816
Holders Change
-22
Holders Change %
-0.78%
% of All Funds
56.97%
Holding in Top 10
280
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-16.42%
% of All Funds
5.66%
New
109
Increased
1,309
Reduced
1,139
Closed
108
Calls
$4.25B
Puts
$5.64B
Net Calls
-$1.39B
Net Calls Change
+$211M
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
2801
Your Advocates Ltd
Texas
$5K -$12.5K -125 -71%
BCMIO
2802
Beacon Capital Management Inc (Ohio)
Ohio
$5K
BC
2803
Belmont Capital
California
$5K
CWA
2804
Carolina Wealth Advisors
South Carolina
$5K +$2.45K +24 +96%
Koshinski Asset Management
2805
Koshinski Asset Management
Illinois
$4.65K +$36 +355 +0.8%
UFF
2806
USA Financial Formulas
Michigan
$4K +$2.7K +25 +208%
BHB
2807
Bank Hapoalim BM
Israel
$2.87K -$219 -2,277 -7%
CM
2808
Castleark Management
Illinois
$2K -$26.3M -263,440 -100%
SMG
2809
Spectrum Management Group
Indiana
$2K -$4.6M -41,436 -100%
MIM
2810
Macroview Investment Management
Maryland
$2K
PFG
2811
Pacific Financial Group
Washington
$2K +$2K +20 New
FCA
2812
FinTrust Capital Advisors
South Carolina
$1.21K -$150 -1,554 -11%
DCM
2813
Davidson Capital Management
Texas
$1K -$1.65M -16,513 -100%
TFA
2814
Transamerica Financial Advisors
Florida
$1K -$208K -2,293 -100%
NIM
2815
NuWave Investment Management
New Jersey
$1K -$43.3K -303 -98%
HFS
2816
Horizon Financial Services
North Carolina
$1K +$1K +15 New
PCS
2817
Personal CFO Solutions
New Jersey
$1K +$14 +99 +1%
CPA
2818
Clear Perspective Advisors
Illinois
$779 -$64 -866 -8%
SSW
2819
Smith Shellnut Wilson
Mississippi
$369 -$22 -231 -6%
Renaissance Technologies
2820
Renaissance Technologies
New York
-$207M -2,204,786 Closed
Balyasny Asset Management
2821
Balyasny Asset Management
Illinois
-$133M -1,414,054 Closed
HF
2822
HRT Financial
New York
-$46.9M -498,191 Closed
Westfield Capital Management
2823
Westfield Capital Management
Massachusetts
-$39.1M -415,717 Closed
CLG
2824
Cooperman Leon G
-$29.2M -310,000 Closed
SAMH
2825
Shanda Asset Management Holdings
British Virgin Islands
-$28.2M -300,000 Closed